Hannah Hautzinger is a financial advisor with Fifth Third Securities, Inc. in Lebanon, Ohio. She holds Series 63 and Series 65 licenses and has experience across various roles since 2015, including positions at Fifth Third Bank and Lebanon City Schools. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and direct indexing strategies.

Arthur Hung is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at several firms, including Lake Forest Financial Advisors, Principal Securities, Inc., Principal Life Insurance Company, TransAmerica Financial Advisors, Inc., Foresight Financial, and World Financial Group. Outside of his advisory work, he serves on the Financial Advisory Committee for the Washington Centerville Public Library and is a board member of the Dayton Children’s Hospital Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisor and promoter arrangements.

Alyshia Webb is a financial advisor at Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has two years of experience in her current role, with an additional seven years at Fifth Third Bank. Her prior work includes roles in the restaurant industry at BJ’s Brewhouse and Panera Bread. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers investment advisory and brokerage services through various programs and third-party managers on the Passageway platform, with a focus on tailored portfolio strategies and multiple investment options.

Lakshya Arora is a financial advisor with Eagle Strategies (NY Life) in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to his current role beginning in 2026, he has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2017. He serves as a board member of the Indian American Chamber of Commerce, where he is involved in planning events and connecting with business owners. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with the majority of its regulatory assets under management overseen on a non-discretionary basis.

Christopher Hayes is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Fifth Third Securities since 2004. Outside of his advisory role, he is involved in managing rental properties in Naples, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of established clearing and platform providers.

Suparna Dutta is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Transamerica Financial Advisors since 2013 across two tenures and is also affiliated with WFGIA. Dutta is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through fee-based wrap programs, model portfolios, third-party money managers, and commission-based insurance and brokerage products.

Hannah Swigert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015 and has been associated with Columbia Financial, Inc. since 2006. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with a focus on customized portfolio management and integrates multiple third-party platforms and managers to deliver its investment solutions.

Bryan Clifton is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group, MWA Financial Services Inc, and Merrill. Outside his advisory role, Clifton serves as Chief Executive Officer of Black Bull Capital Partners LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm delivers advisory programs through a network of representatives, utilizing multiple platforms and third-party asset managers with a combination of long-term and short-term investment strategies.

William Beeson is a Series 66-licensed financial advisor at PNC Wealth Management in Centerville, OH, with 19 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees, which utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Lucas Wagers is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Gregory Clingerman, J Schwieterman Group LLC, Jack Hanson, WFGIA, Eastgate Group, Republic Wire Inc., and Frito Lay. He is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Stephen Eldridge is a financial advisor at Fifth Third Securities, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank since 2021, as well as prior experience at Sprint from 2008 to 2021. 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 multiple investment programs via the Passageway Managed Account Platform, providing options such as mutual funds, ETFs, separately managed accounts, and direct indexing.

David Warner is a financial advisor with Guardian Life in Dayton, OH, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Guardian Life since 2007. Outside of his advisory role, Warner serves as a volunteer board member for the Coffman YMCA and is a cycling instructor. He is also the vice president of the Dayton Cycling Club. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Nicholas Miozzi is a ChFC® credentialed advisor with MAI Capital Management, LLC, based in Dayton, OH. He has been with MAI Capital since 2026 and has prior experience at Treloar & Heisel, Beverage Marketing Group, Amazon/Package Pro's LLC, and other organizations. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and administrative services.

Melissa Wilson is a Series 66 licensed financial advisor with Fifth Third Securities, Inc. in Oakwood, Ohio, where she has worked since 2007. She has 28 years of industry experience. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through various program types on its Passageway Managed Account Platform, utilizing third-party portfolio managers and personalized investment strategies.

Karl Borgersen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Awesome Benefit Advisors, Awesome Insurance, Digital Simplistics, Nucare Pharmaceuticals, and World Financial Group. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm operates through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Andrea Doller is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with AE Wealth Management, LLC. Her prior roles include positions at Arkadios Capital, Kalos Capital, Inc., and PNC Investment, LLC. Outside of advising, she serves as Board Chair for the Dayton Children's Hospital Planned Giving Advisory Committee and is a minority partner in a tax preparation and planning firm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and offers various advisory and sub-advisory services, managing nearly $50 billion for over 127,000 clients.

James Ling is a financial advisor with PNC Wealth Management in Dayton, OH, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution currently available as an invitation-only employee pilot. The firm’s approach involves algorithm-driven model selection and third-party portfolio implementation using mutual funds and ETFs.

Brent Dube is a CFP® with seven years of experience in financial services, currently with Empower Advisory Group since 2023. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2023. Outside of his advisory role, he serves on the finance committee for Big Brothers Big Sisters of Miami Valley and is involved with Liberty Baptist Church in Beavercreek, OH. He also owns BD's Property Services, a property maintenance and repair business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Thomas Montavon is a financial advisor at Kestra Advisory with one year of industry experience. His prior roles include positions at NewEdge Advisors, Fifth Third Financial, and Resolute Wealth Management. Before entering the financial industry, he worked in education and hospitality, including at Kettering Middle School and Cooper's Hawk Winery and Restaurant. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Jeffrey Huber is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Transamerica since 2012 and previously worked with Awesome Benefit Advisors and WFG. Outside of his advisory role, he is president and sole owner of Jeffrey R Huber Properties LLC and also leads Jeffrey R Huber Wealth Management LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.