Alisha Merkel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2015, also working at Fifth Third Bank since 2013. Outside of her financial career, she is involved with Thoughtful Travelers, a travel agency where she serves as an agent. 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 a range of discretionary managed-account options and combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank.

Priscilla Moore is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2010. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of program types on the Passageway Managed Account platform. The firm supports a range of investment strategies and is a wholly owned subsidiary of Fifth Third Bank.

Steve Tuchfarber is a financial advisor with Fifth Third Securities, Inc. in Harrison, Ohio. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Tuchfarber has been with Fifth Third Securities since 2009 and with Fifth Third since 2003. 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 and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Gerald Naber is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Private Advisor Group and LPL Financial since 2014, with prior experience at Money Concepts Capital Corp and Investment Advisors International, Inc. Outside of his advisory role, he has served as a loan officer for conventional, FHA, and VA loans. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management and financial planning services through a fiduciary-based model that incorporates both discretionary and non-discretionary approaches, proprietary technology platforms, and third-party managers.

Matthew King is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies underpinned by internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Nan Matteson is a CFP® professional with over 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2003. She holds the Series 66 designation and is based in Cincinnati, OH. Outside of her advisory role, she owns and operates Queen City Flower Farm, where she grows cut flowers for a local farmer’s market. 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, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Ramona Rechtin is a financial advisor with SPC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. She is also an independent insurance agent selling life and health products and is a Notary Public in Florence, KY. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing both discretionary and nondiscretionary management options.

Mary Stith is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with PNC Investments, LLC since 2016, after a brief career hiatus from 2015 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and third-party portfolio implementation.

Kathryn Deters is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at CitiBank and Fifth Third Bank. Outside of her advisory role, she is involved in agricultural activities, including ownership of a cattle farm and a family egg business, and works as a delivery driver for a Walmart delivery service. 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 features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Erica Parsons is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 designations and has worked at Fifth Third Securities and Fifth Third Bank. Prior to her financial services career, her work history includes roles at Amazon and Express Employment. 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

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, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014 and has been affiliated with Foundation Financial Group since 1999. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model utilizes multiple strategies and technology platforms to provide tailored investment solutions, often implementing advice through third-party managers and TAMPs.

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.

Caleb La Course is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Fifth Third Securities since 2010. 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 options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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 a financial advisor with Fifth Third Securities, Inc. based in Cleves, Ohio. He holds the Series 65 and Series 63 licenses and has one year of experience at Fifth Third Securities, along with ten years at Fifth Third Bank. Prior to his finance career, he worked four years at TGI Fridays. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway platform, allowing clients to select strategies tailored to their risk profiles.

Daniel Murphy is a CFP® with over 41 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, where he has worked since 2015. In addition to his financial advising roles, he has worked as an independent insurance agent since 1985. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including proprietary and third-party programs.

Robert Bishop II is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2011. Outside of his advisory role, he works in customer service at a retail company in Florence, KY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.