Fifth Third Private Bank - Trenton Whalen

Ally Financial Inc. is a leading digital financial services company that provides a range of banking and investment products through its subsidiary, Ally Bank. Pioneering the elimination of overdraft fees, the bank aims to enhance the banking experience for its customers with competitive interest rates and innovative financial tools. In addition to traditional banking services, Ally offers investment options through Ally Invest, which includes self-directed trading and advisory services. The company is committed to helping clients build their financial future through education and resources tailored to various financial needs. Generated from the website

Greer & Walker, founded in 1984, is a certified public accounting and consulting firm located in Charlotte, N.C. It specializes in audits, reviews and compilations; succession planning and valuations; fraud prevention and detection; business entity selection; and financial planning. It offers a range of assurance and advisory services, as well as a range of tax specialties, including international tax planning and business entity selection. In addition, the firm offers cash flow and budgeting analysis, estate planning, financial forecasts and projections, forensic accounting and litigation support services. Through its affiliated firm, GW & Associates, the firm provides fee-based investment advisory services. Greer & Walker is a member of various professional and trade organizations, including the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants and the Public Company Accounting Oversight Board.