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Marcus B

Series 65, Series 63

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Marcus Billingsly is an advisor at Fifth Third Securities, Inc. in Evansville, Indiana, holding Series 65 and Series 63 licenses with three years of industry experience. His career includes roles at Fifth Third Securities since 2023 and Fifth Third Bank since 2018, as well as prior positions at Lids Sports Group, University of Evansville, and Inside Scoop. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides multiple managed account programs through the Passageway platform, utilizing various portfolio management strategies and acting as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Nicole B

Series 66

Evansville, IN

Cetera Planning Partners

Nicole Boren is a financial advisor at Cetera Planning Partners with 12 years of industry experience. She holds a Series 66 designation and has previously worked with Avantax Investment Services, ProEquities, and J.J.B. Hilliard Wl Lyons. Outside of her advisory work, Boren owns Always Leopard, LLC, a business specializing in personalized custom clothing. Cetera Planning Partners serves individual and high-net-worth clients, focusing primarily on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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James H

Series 65, Series 63

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

James Hunter is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Evansville, IN, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has been with Fifth Third Bank since 2003 and joined Fifth Third Securities in 2021. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers various program types via its Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing, allowing clients to tailor investment solutions to their risk profiles.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Sean D

Series 63, Series 65

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Sean Darr is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2016 and has been with FIFTH THIRD BANK since 1993. 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 and features such as direct indexing and an optional tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Adam S

CFP®, Series 66

Evansville, IN

Private Advisor Group, LLC

Adam Strouse is a CFP® with 24 years of experience in the financial services industry. He is affiliated with Private Advisor Group, LLC, where he has worked since 2012, and previously was with Cambridge Investment Research Advisors, Cincinnati Analysts, Inc., and Mass Mutual Investors Services. Outside of advisory services, he is president of The Autohority, Inc., a retail specialty automobile sales business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm follows a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement client strategies.

Annuities Founder/Business Owner
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Richard R

Series 65, Series 63

Evansville, IN

Hornor, Townsend & Kent, LLC

Richard Royalty III is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses. He joined Hornor, Townsend & Kent in 2026 after six years with Rich Royalty State Farm and prior roles at Qualia and Buzz Points Inc. He is based in Evansville, IN. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets as of December 31, 2025.

Business succession planning Wealth management
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Brian O

Series 63, Series 65

Newburgh, IN

Guardian Life

Brian Owen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Park Avenue Securities since 2011 and with Guardian Life Insurance Company since 2010, where he also sells life insurance products. Park Avenue Securities serves a diverse retail client base including individual investors, high-net-worth clients, and organizations, offering a range of brokerage and advisory services supported by proprietary and third-party investment strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Samuel L

Series 66

Evansville, IN

Farther

Samuel Lingo is a financial advisor at Farther with five years of industry experience. He holds a Series 66 designation and has worked previously at Lifetime Financial Growth, Prudential Financial, Association Member Benefits Advisors, and Practice By The Numbers LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs Modern Portfolio Theory via proprietary model portfolios and algorithmic rebalancing, using a mix of ETFs, mutual funds, individual equities, and fixed income, supplemented by AI tools subject to internal review.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Emily M

CFP®, Series 63, Series 66

Evansville, IN

Cetera Planning Partners

Emily Millsap is a CFP® professional at Cetera Planning Partners with 24 years of industry experience. She has held roles at several firms, including Avantax Advisory Services and Hilliard Lyons. Outside of advising, she volunteers providing financial literacy education to veterans, serves as an advisor to the board of a children’s crisis center, mentors CFP exam candidates, and participates on the DEIB board at the University of Evansville. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning and investment management. The firm offers additional services such as tax planning, bookkeeping, and estate planning through affiliated providers, using a formal planning process centered on diversified portfolios aligned with client objectives.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Julie W

Series 63, Series 65

Evansville, IN

Guardian Life

Julie Weyer is a financial advisor at Guardian Life with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of her advisory role, she is involved with Lawton Insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Kevin N

Series 66, Series 63, Series 65

Henderson, KY

FIFTH THIRD SECURITIES, Inc.

Kevin Niemeier is a financial advisor with Fifth Third Securities, Inc. in Henderson, Kentucky, holding Series 66, Series 63, and Series 65 designations and 18 years of industry experience. He has worked at Fifth Third Bank since 2008 and with Fifth Third Securities since 2019. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts, through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, combining advisor-directed models with strategies such as SMA, tax overlay, and direct indexing.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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David H

Series 66, Series 63

Evansville, IN

Empower Advisory Group

David Hall is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Outside of his advisory role, he serves as Vice President of JADT Resale LLC, a retail arbitrage business focused on reselling merchandise such as shoes and activewear online. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brittney G

Series 66

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Brittney Gentry is a Series 66 credentialed advisor with one year of experience at FIFTH THIRD SECURITIES, Inc. She has been affiliated with FIFTH THIRD BANK since 2009. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct-indexing options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Christopher B

Series 65, Series 63

Evansville, IN

Bankers Life Advisory Services, Inc.

Christopher Boyd is a financial advisor at Bankers Life Advisory Services, Inc. with nine years of industry experience. He holds Series 65 and Series 63 designations and has been with Bankers Life and its affiliates since 2012. Boyd also serves as a trustee for the SGT John Mills USMC Scholarship, Inc., which awards higher education scholarships. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Wealth management Retired
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Sheri B

Series 63, Series 65

Evansville, IN

Valic Financial Advisors

Sheri Barron is a financial advisor with Valic Financial Advisors in Evansville, IN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2000 and also serves as an agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jacob B

Series 63, Series 65

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Jacob Buckmaster is an advisor with Fifth Third Securities, Inc. in Evansville, Indiana. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. His prior experience includes roles at Fifth Third Bank, Vista Title, Toyota Manufacturing, and Memorial High School. Fifth Third Securities, Inc. serves a diverse clientele including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies and tax overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Richard T

Series 63, Series 65

Newburgh, IN

FIFTH THIRD SECURITIES, Inc.

Richard Tenison is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Newburgh, IN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with FIFTH THIRD SECURITIES since 2000. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Matthew N

Series 66

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Matthew Neff is a financial advisor at Fifth Third Securities, Inc. in Evansville, Indiana, with 16 years of industry experience. He holds the Series 66 designation and has been with Fifth Third since 2010, joining Fifth Third Securities in 2020. 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 provides multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Stephen H

Series 63, Series 66

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Stephen Hopkins is a financial advisor at Fifth Third Securities, Inc. in Evansville, IN, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm’s platform includes multiple discretionary managed-account options, direct indexing, and a tax-overlay service, and it operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Amy W

Series 63, Series 66

Newburgh, IN

FIFTH THIRD SECURITIES, Inc.

Amy Williams is a financial advisor with Fifth Third Securities, Inc. in Newburgh, Indiana. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 25 years with Fifth Third Securities. 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, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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