Fifth Third Wealth Advisors LLC

Ryan Bierds is a CFA® charterholder with eight years of experience in the financial industry. He is currently an advisor at Fifth Third Wealth Advisors LLC and has previously worked at Comerica Bank, Suntrust Advisory Services, Inc., and Bb&T Asset Management, Inc. Outside of his advisory role, Mr. Bierds is a partner at Bierds Publishing LLC. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutions. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Patrick Mercier is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for five years. Outside of advisory work, he is involved as a passive owner and board member in several businesses, including a software company focused on retail applications and a designer and manufacturer of lightweight campers. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, utilizing third-party managers and affiliated model strategies.

Jonathan Cochrane is a financial advisor at Fifth Third Wealth Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T in various roles from 2009 to 2024. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm uses customized strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies.

Jacob Forrester is a financial advisor with Fifth Third Wealth Advisors LLC in Cincinnati, OH. He holds a Series 65 credential and has experience at Fifth Third Bank and Key Bank dating back to 2014. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Laura Vassamillet is a financial advisor at Fifth Third Wealth Advisors LLC with Series 65 and Series 66 credentials and two years of industry experience. She previously worked at BNY Mellon Wealth Management for 18 years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often manages portfolios on a discretionary basis across multiple asset classes, leveraging affiliated model strategies and third-party managers.

Jacob Herman is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at US Bancorp, Medpace Holdings Inc, Ohio National Financial Services, Von Maur, Xavier University, and Sandcastle Field Services. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and manages portfolios across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies as part of its investment approach.

Alexander Park is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Bank of New York Mellon for eight years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Bart Carletto is a financial advisor at Fifth Third Wealth Advisors LLC with a Series 65 credential. He has over 37 years of experience, having previously worked at BNY Mellon from 1988 to 2025 before joining his current firm. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Tucker Veenis is a financial advisor at Fifth Third Wealth Advisors LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at BNY Mellon Wealth Management from 2014 to 2023. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios across multiple asset classes on a discretionary basis, often delegating to third-party managers and using affiliated model strategies.

Kelli Hill is a CFP® and Series 66-licensed financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. Prior to joining Fifth Third, she worked at Parr McKnight Wealth Management Group and Wells Fargo Clearing Services, and she has a law license in Minnesota. Hill also serves as an adjunct professor at the University of Minnesota’s Carlson School of Management, teaching a taxation of fiduciaries course, and holds board roles including with The Pfister Foundation and the Minneapolis Golf Club finance committee. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, and financial planning to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with shared resources and oversight.

Philip Vergunst is a CFA® charterholder with five years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has prior experience at Mainstreet Advisors and Fifth Third Bank. Outside of his advisory role, he is an owner and partner in two real estate investment companies, Ada Companies, LLC and Beckley Farms, LLC. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often utilizes third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Stephen Starzec is a financial advisor at Fifth Third Wealth Advisors LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BNY Wealth, Cetera, Midfirst Bank, and Bank of the West Wealth Management. He serves on the advisory council of a children's hospital and is a board member of the Alzheimer Association, participating in non-investment related giving activities. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and commonly delegates portfolio management to third-party managers and affiliated model strategies.

Brad Heagy is a CFP® professional with two years of industry experience, currently serving at Fifth Third Wealth Advisors LLC. He previously worked at BNY Mellon Wealth Management for thirteen years. He is also a one-third owner and author at OGNIR LLC, a children's book company based in Tampa, Florida. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers while leveraging resources affiliated with its parent company, Fifth Third Bank.

Shannon Shelton is a financial advisor at Fifth Third Wealth Advisors LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2024, Shelton worked at Truist Advisory Services and BB&T/Truist from 2011 to 2024. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning services to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and frequently delegates portfolio management to third-party managers and affiliated strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Scott Bailey is a CFP® with eight years of industry experience, currently serving at Fifth Third Wealth Advisors LLC since 2024. Prior to this, he spent 25 years at TIAA Trust, N.A. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis, leveraging third-party managers and affiliated model strategies.