Nicholas McGuire is an investment advisor representative at United Advisor Group with two years of industry experience. He holds a Series 66 designation and has worked at firms including Silver Oak Securities and Miami Valley Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom-traded accounts, and third-party managers using fundamental and technical analysis alongside strategic asset allocation.

Michael Hays is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Waverly Advisors since 2024 and previously held roles at Buckingham & Company, The Motley Fool, and Covenant Planning. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning and multi-family office solutions.

George Rassi is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities since 2011 and has worked with Fifth Third Bank since 2010. Outside his advisory role, he is involved in managing several rental properties through personal ownership and business entities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account options, including advisor-directed models and tax-overlay services.

Austin Ford is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at AE Wealth Management since 2017 and has experience in tax preparation and planning through his role at Harrison Tax & Accounting, where he serves as Managing Member. Ford also has a background as owner of a farm and a holding company and formerly operated Ford Brothers Fencing & Services, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies supported by a platform servicing over 127,000 clients.

Arthur Wright is a financial advisor with Money Concepts Capital Corp in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Money Concepts Capital Corp since 1994. Outside of his advisory role, he owns and operates an antiques sales and repair business and serves as an ordained Congregational minister. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and applies fundamental and technical analysis alongside modern portfolio theory.

Valarie Kaney is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She has been with Fifth Third Securities and its affiliated firm since 2010. Fifth Third Securities, Inc. offers 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’s platform features multiple discretionary managed-account programs, including direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its dual registration as a broker-dealer and municipal advisor.

Lucas Steele is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at FedEx Express and involvement with Net Law and Managed Wealth Financial. He also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs and platforms.

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. with 1 year of industry experience. She holds Series 63 and Series 65 credentials and has worked with Fifth Third affiliated firms since 2019. Prior to her financial services career, she was employed in the hospitality sector at BJ's Brewhouse and Panera Bread. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank.

Andrea Bell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Fifth Third Securities since 2022 and has additional experience with Fifth Third Bank, Francesca Holdings, and Davids Bridal. 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 programs with features such as direct indexing and tax-overlay services, supported by its unique combination of municipal-advisor registration and affiliation with Fifth Third Bank.

Lakshya Arora is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. He serves as a board member of the Indian American Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach. The firm operates within the New York Life affiliate structure, offering a range of advisory programs and maintaining fiduciary responsibilities to retirement investors.

John Kruse Jr. is a ChFC® and Series 66 credentialed financial advisor with 20 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009. In addition to his advisory role, he is an attorney providing probate, estate, trust, tax, and business legal services through his law firm. He also serves as a poll worker judge in Ohio elections. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies tailored to client suitability with both discretionary and nondiscretionary options.

Tiffany Mckee is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with Fifth Third Securities since 2014, and has been with Fifth Third Bank since 2008. Fifth Third Securities, Inc. 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 and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

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, Ohio, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with Transamerica Financial Advisors since 2013 and is also associated with WFGIA. Her additional activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, combining proprietary and third-party investment models with discretionary and non-discretionary options.

Andrea Bourquein is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2011. Outside of her financial career, she is involved in competitive barrel racing and horse training. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

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.

Amy Leindecker is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and four years of industry experience. She has been with Fifth Third Bank and Fifth Third Securities since 2021 and worked at Fifth Third Bank from 2001 to 2021. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with distinctive features such as direct indexing and an optional tax-overlay service.