Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Transamerica Investors Securities, First Command Advisory Services, and First Command Insurance Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice programs that emphasize asset allocation and retirement planning, supported by proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Kelechukwu Oparah is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 10 years of industry experience and has been associated with Transamerica since 2015. Outside of his advisory role, he is an author and maintains a platform for readers of his book, The Focus Forge, and serves on the board of The Linda Vista Project, a nonprofit focused on assisting homeless women. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory programs and operates an integrated retirement plan ecosystem with affiliated entities.

Travis Denkenberger is a CFP®-designated financial advisor with 16 years of industry experience, currently affiliated with Principal Financial Services in Centerville, OH. His career includes roles at Money Concepts Capital Corp., 1st National Wealth Management, and Buckingham Financial Group. He is also engaged in the sales and service of fixed insurance products, including fixed life and annuities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisor and promoter arrangements.

Holly Banford is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Peter Anderson is a CFP® with 24 years of industry experience and currently works at Principal Financial Services. His prior experience includes roles at Principal Life Insurance Company and Lake Forest Financial Advisors. Outside of his advisory work, he serves as secretary for the Evendale Golf League in Cincinnati, Ohio. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Wagner is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has been associated with World Financial Group, Inc. since 2009. Outside of advising, Wagner served as a Centerville High School hockey coach for one year and was involved with Junior Achievement for six years. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party managers and proprietary platforms such as Transamerica ONE and TFA365, supported by a network of over 1,000 advisors and regulatory assets under management of approximately $1.7 billion.

Tyler Gower is a financial advisor with Transamerica Financial Advisors in Dayton, Ohio, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles with Joshua Schwieterman, WealthWave, and World Financial Group. He is also involved in the 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. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Gregory Clingerman is a financial advisor with Transamerica Financial Advisors in Dayton, OH. He holds a Series 66 designation and has 14 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2014 and involvement with Net Law focusing on estate planning. He also sells insurance products affiliated with Transamerica. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charitable organizations, and corporations through a combination of advisory and broker-dealer services. The firm offers diversified investment programs that include proprietary and third-party model portfolios with discretionary and non-discretionary options.

Travis Miller is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including State Farm VP Management Corp., KeyBank, and Fifth Third Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative services.

Phillip Martin is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2021. His prior experience includes roles at Fifth Third Bank and Darden. Fifth Third Securities 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 that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Michael Amstutz is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, all with First Command entities since 2007. He is the owner of Mike Amstutz Financial Services LLC, a non-investment-related business structured as an S corporation. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Cardwell is a financial advisor with Eagle Strategies (NY Life) based in Centerville, OH. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Cardwell has been associated with New York Life Insurance Company and Nylife Securities Inc. since 1997 and is involved in several business activities, including serving as vice president and secretary on the board of directors for Competitive Edge Athletics, Inc., and holding board member positions with multiple condominium associations. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial majority of assets on a non-discretionary basis, working with individual investors as well as institutional and corporate clients.

Sarah Selke is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with Edward Jones since 2011. Outside of her advisory role, she is the owner of Selke Commercial Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christopher Johns is a financial advisor with Edward Jones in Centerville, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010 and also owns Christopher's Executive Services, a consulting and construction business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ned Altic is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, previously employed at Bank of America and Merrill. Outside of his advisory role, Altic is involved with the Institute on the Constitution as its founder and serves on the Miami County Liberty Group board; he is also a member of the Miami County Republican Central Committee and an officer of the Veterans of Foreign Wars post 8211. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning with a focus on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brad Baird is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding a Series 66 designation and having 26 years of industry experience. He has worked at Morgan Stanley since 2017, following prior roles at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee on the Board of Trustees for New Freedom Church in Lebanon, Ohio, overseeing the church’s financial transactions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured tools and generally acts in an advisory capacity without offering individual security recommendations as part of standalone planning.

Neal Rankin is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2008, initially serving as a Retirement Services Representative before advancing to his current role in 2011. Prior to joining Fidelity, Neal worked as a Brokerage Assistant at UBS Paine Webber from 2002 to 2004. In his role, Neal focuses on understanding the unique personal situations of his clients and their families. He leverages the resources available at Fidelity to assist clients in making informed financial decisions and creating sound financial plans. His professional satisfaction comes from helping clients work toward their lifelong goals. Outside of his professional career, Neal enjoys golfing, spending time at the lake, and traveling.

Brian Dannemiller is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, providing advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and methodologies.

Bradley Fahncke is a financial advisor at Edward Jones in Dayton, OH, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he was involved with Epoxy Hub, a sales and distribution business, from 2019 to 2022, and previously worked at GFC Concrete Coatings for 15 years. He continues to maintain a business relationship with Epoxy Hub as an owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Travis Carnes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.