John Woods is a Series 63-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 2003. He has 39 years of industry experience and also operates Woods & Woods Associates, a firm he has been involved with since 1983. Outside of advising, he serves as president of Woods & Woods Personal Leasing Inc., a payroll service company, and is engaged in accounting and tax work through Woods & Woods Associates, Ltd. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for around 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers.

Brendon Anderson is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JPMorgan Securities LLC. Anderson is also involved with Greene County Ohio Special Olympics. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Christopher Eldridge is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, following two years at AEP Energy. Eldridge is based in Trotwood, Ohio. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Brandon Blevins is a financial advisor with PNC Wealth Management in Beavercreek, OH. He holds Series 63 and Series 66 registrations and has three years of industry experience, including prior roles at Fidelity Investments and JPMorgan Chase. Outside of his advisory work, he owns Brandon Blevins Investments LLC. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio program available through an invitation-only pilot for employees with existing PNC Bank online credentials. The firm employs algorithm-driven risk assessment and delegates investment implementation to third-party strategists.

Lucas Draper is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with First Command Advisory Services and its related entities since 2008. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority.

Collin Hobert is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Fifth Third Bank, Wright State University, Wengerlawn Nursery, and Famous Footwear. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

Joseph Nadeau is a financial advisor with Fifth Third Securities, Inc. in Fairborn, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 1999. 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 its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

Sean Pierce is a financial advisor with Fifth Third Securities, Inc. in Dayton, Ohio. He holds a Series 66 designation and has 11 years of industry experience, including eight years with Edward Jones and two years with Fifth Third Bank and Fifth Third Securities. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm provides multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Edward Kapfhammer Jr. is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has eight years of industry experience, with prior roles at Spire Wealth Management and several other firms. Outside of advisory services, he owns ATM machines and manages related business operations. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Michael Martens is a financial advisor with Transamerica Financial Advisors, LLC, holding 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles with various related firms, including Transamerica Employee Benefits and United Health Care. Martens serves as a board member for Diabetes Dayton and Prevent Blindness, participating in financial oversight and community awareness activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party management. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Matthew Morrison is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at The Huntington Investment Company and Foresters Financial Services. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to select from various investment strategies tailored to their risk profiles.

Erik Hagstrom is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Arkadios Wealth Advisors, Arkadios Capital, and Russell Total Wealth & Wellness, where he also provides insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary management, financial planning, and consulting services.

James Mckee is a financial advisor with Commonwealth Financial Network based in Tipp City, Ohio, holding a Series 63 designation and over 33 years of industry experience. He has been operating Mckee Financial Advisory since 2001 and concurrently affiliated with Commonwealth Financial Network. Outside of his advisory role, he serves as president and owner of Third Day Asset Management, Inc., an entity related to securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction across a broad range of securities and insurance products.

Kenneth Spicer II is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2004. Outside of his advisory role, he is a musician in a Dayton-based band called The Weekend Effect. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines broker-dealer, investment adviser, and municipal advisor registrations within a large bank affiliate structure.

Joshua Burns is a financial advisor with AE Wealth Management, LLC in Dayton, Ohio. He holds a Series 65 designation and has experience working at AE Wealth Management and Russell Total Wealth & Wellness since 2026. His prior roles include positions at Lendmark Financial, OneMain Financial, Advanced Drainage Systems, Around Campus Group, and Amway Corporation. 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 emphasizes model portfolio and direct asset management programs, utilizing fundamental, technical, and cyclical analysis with various investment strategies.

Jason Jukes is a financial advisor at First Command Advisory Services in Beavercreek, OH, holding a Series 66 license with five years of industry experience. His prior work includes service in the United States Air Force from 2012 to 2021 and roles across various First Command entities since 2020. He is also the owner of Jukes Financial LLC, a financial business established to manage his First Command activities. First Command Advisory Services 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios and third-party managers within a defined operational structure.

Craig Wright is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been affiliated with United Planners since 2002 and operates his own financial guidance firm focusing on educators. Wright also serves as an interim pastor at Xenia Bethel Community Church. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, using a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services.

Brad Zent is a financial advisor with Eagle Strategies (NY Life) based in Centerville, Ohio. He holds Series 63 and Series 65 designations and has 26 years of industry experience. Prior to his current role, he has been associated with New York Life since 1999 and operates J.R. Zent & Associates, LLC. Outside of wealth management, he owns Miami Valley Music. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Kayla Stevens is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and has two years of experience with FIFTH THIRD SECURITIES as well as additional financial industry experience dating back to 2016. Her prior work includes roles at Fifth Third Bank, AMVC Management Services, and Kalmbach Feeds. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform and operates as a registered broker-dealer, investment adviser, and municipal advisor.

Stephen Valley is a financial advisor with GWN Securities Inc. in Springfield, OH, holding Series 63 and Series 65 credentials and possessing three years of industry experience. Prior to joining GWN Securities, he worked at Paychex Inc. and Optavise, where he sold supplemental health and life insurance products and currently receives residual income from that role. He is also associated with Schuler Financial Group in a financial services capacity. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm utilizes a combination of affiliated and unaffiliated sub-advisers with portfolio strategies based on asset allocation and Modern Portfolio Theory, while also employing market-timing and momentum-based trading approaches in certain legacy programs.